In any organisation budgets need to be planned and managed carefully and resources allocated effectively. This can be a daunting prospect, particularly if you have you are managing a budget without any financial expertise. The Finance for Non-Finance Professionals: Preparing and Managing Budgets course has been designed for charity leaders who have financial responsibilities but no previous financial experience.

This practical, engaging and even humorous half-day workshop will help to clarify terminology around budgets, provide planning tools, explain full cost recovery and how to use budgets in a funding proposal. Case studies and real-life examples will be used to support the approaches that are covered so that participants leave the session with the tools and confidence to effectively prepare and manage their own budgets.

By the end of the session attendees will understand:

  • What a budget is and the difference between budgets, accounts and forecasting
  • How to develop a budget
  • How to apply full cost recovery to a budget
  • How to use a budget to support funding proposals


This course is open to all Pears Grantees and aimed at anyone with little or no previous financial experience but who have responsibility for planning budgets in their organisations.

It would especially suit people that have recently moved into management and are new to managing budgets or new CEOs with no financial expertise.

Attendees should come with a budget that they would like to work on or review so that they can apply what they are learning to their own work.

Please note, Pears Foundation also offer a Finance for Non-Finance Professionals: Understanding Financial Reports and Accounts. Please click here for more information.

If you would like to book a place, please contact Rachel Franklin

Trainer Biography

Uday Thakkar

Uday is a Chartered Accountant by training and the Managing Director of Red Ochre, a social enterprise that works to improve the performance of individuals, organisations and business that deliver social change. He has worked in management consultancy for over 20 years across the UK and in Africa and successfully managed commercial businesses, a charity and two social enterprises.

Uday has won the Social Enterprise Mentor of the Year Award and is a regular and popular speaker at conferences and seminars, speaking on subjects such as enterprise, leadership, governance and finance. He delivers more than 30 workshops a year on a variety of subjects and is a regular contributor to journals and websites as well as a well-known exponent of sustainability and social enterprise.

Uday is a trustee for a number charities within health, the arts and governance.

Extra Information

The session will start at 9.30 am with registration and coffee and end by 1.00pm, followed by lunch.

A fish/vegetarian lunch will be served; if you have any dietary requirements please let us know.

JHub is in Haskell House, 152 West End Lane, London, NW6 1SD. For directions please follow this link.

Please note there is no parking at JHub.